What’s the Upside in a Downturn?

Share This

 

Fieldpoint-Private-Whitepaper-Upside

GlobalStock/E+/Getty Images

Today’s environment has created once-in-a-lifetime wealth planning opportunities.

When interest rates and asset valuations fall together, the result for some is an unprecedented planning window.

Today, as a consequence of the coronavirus and the resulting market and policy responses, we are seeing both. Here we will share the effects of this on some common planning techniques. Let’s start with rates.

While you are probably well aware that today’s low interest rates have put a wet blanket on what you can earn, you might not know that those same rates have poured the gas on what you can gift.

CONTINUED | DOWNLOAD

Fieldpoint-White_Paper_Upside_in_a_Downturn_rev
Share This
No Comments

Leave a Reply